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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,567 | $105,867-83.4% | $90,760-80.6% | $134,532-86.9% |
| Participation rate | 90.5% | 78.3%+12.2pp | 75.7%+14.8pp | 81.2%+9.2pp |
| Annual return | -13.56% | -10.99%-2.6pp | -12.16%-1.4pp | 418.27%-431.8pp |
| Employer contribution / active EE | $921 | $3,464-73.4% | $2,922-68.5% | $4,741-80.6% |
| Participant deferral / active EE | $2,592 | $5,217-50.3% | $4,565-43.2% | $6,401-59.5% |
| Admin fee / account holder | $1,826 | $13,936-86.9% | $8,444-78.4% | $11,429-84.0% |